Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rodrigo? Claim Your ProfileRodrigo Arthur Elicea is a financial advisor registered with J.P. Morgan Securities LLC since October 1, 2012. Rodrigo has been in the industry since December 23, 2005. Rodrigo is registered in California and Texas. Previously, Rodrigo worked at CHASE INVESTMENT SERVICES CORP. in Clovis, CA, CITIGROUP GLOBAL MARKETS INC. in Fresno, CA, and CITICORP INVESTMENT SERVICES in Manteca, CA. Rodrigo holds the Series 6, Series 63, and SIE licenses. Rodrigo has experience in providing investment advice to individuals, corporations, high-net-worth individuals, pension and profit-sharing plans, and charitable organizations.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
CA
10/01/2012 - Present
J.p. Morgan Securities LLC (ROCKLIN CA)
CA
12/07/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (CLOVIS CA)
CA
05/29/2007 - 07/30/2009
CITIGROUP GLOBAL MARKETS INC. (FRESNO CA)
CA
08/16/2004 - 05/29/2007
CITICORP INVESTMENT SERVICES (MANTECA CA)
BC
Issued 09/13/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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